Madison Investment Advisors Chooses ProTrak Advantage CRM

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ProTrak International, Inc. announced today that Madison Investment Advisors, based in Madison, Wisconsin, successfully completed installation of ProTrak’s Client Relationship Management solution to help manage the Sales and Client Services activities across the firm’s several offices.

ProTrak is helping us move our executive team into a new phase of knowledge, allowing for real measurement of client service and business development effectiveness.

ProTrak International, Inc. announced today that Madison Investment Advisors, based in Madison, Wisconsin, successfully completed installation of ProTrak’s Client Relationship Management solution to help manage the Sales and Client Services activities across the firm’s several offices. Madison manages $15 billion in equity and fixed income assets for institutions, individuals and advisors through their home office in Madison, WI and affiliates in Chicago, IL, New York, NY and Scottsdale, AZ. Madison believes ProTrak offers the best combination of industry-specific features, customized marketing and client reporting, integration with external systems and user-configurability.
The selection of ProTrak as the firm-wide relationship management solution also included a project to migrate data from the legacy system. Client reporting and integration with the Advent APX portfolio system were major considerations in choosing ProTrak over the competitive systems. ProTrak Advantage easily accepts data feeds from virtually any external accounting or administrative systems.
“Madison chose ProTrak because of the platform’s dedication to the investment management business, said Carol Vander Sluis, Vice President at Madison. The staff knows our business; they understand the needs of a multi-channel client service and distribution model. ProTrak’s professional and knowledgeable staff has continued their dedication to helping us transform our employees, utilizing the power of ProTrak to maximize their efficiency in performing daily tasks. ProTrak is also helping us move our executive team into a new phase of knowledge, allowing for real measurement of client service and business development effectiveness. In all, ProTrak is the reason our new mantra is “work smarter.”

“For 25 years now, we have maintained our focus solely on investment management firms”, said Simon Koziel, President of ProTrak. I believe Madison Investment Advisors appreciated our longevity and commitment to the investment community as well as the feature rich product we offer. We are extremely pleased to have an investment firm the caliber of Madison Investment Advisors as one of our valued clients and we look forward to a long and mutually beneficial relationship.”

About ProTrak International:

ProTrak International, a New York City-based firm, is a recognized innovator and investment industry veteran and has been providing best-of-breed client relationship management (CRM) solutions to the investment management community for 25 years. ProTrak has the only CRM software suite that fully serves the needs of both traditional and alternative investment managers. The ProTrak Advantage CRM system improves the effectiveness of client service, sales & marketing and research teams by providing tools for managing the complex, multi-dimensional relationships common to the investment management industry as well as critical features like workflow management, enterprise security controls, un-paralleled mass e-mail support and ad-hoc reporting. For more information visit http://www.protrak.com.

About Madison Investment Advisors:

Since 1974, Madison Investment Advisors has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. The Madison organization is controlled by Madison Investment Holdings, Inc., a 100% employee-controlled firm. Its affiliates include Madison Investment Advisors, LLC and Madison Asset Management, LLC, both located in Madison, Wisconsin; Madison Scottsdale, LLC located in Scottsdale, Arizona; Concord Asset Management, LLC, located in Chicago, Illinois; and NorthRoad Capital Management LLC, located in New York, New York. There are approximately 100 employees in the greater Madison organization, over half of whom are investment professionals. For more information visit http://www.madisonadv.com.

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James Scaief
ProTrak International
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